Follow these steps to install the Vtiger CRM app in Microsoft Outlook:
- Log in to Microsoft Outlook.
- Click on Apps. The Apps window opens.
- Search for Vtiger CRM in the Search bar.
- Click Vtiger CRM. The Vtiger CRM window opens.
- Click Add. The Added Successfully message pops up.
Once added, go to the My CRM tab and allow the pop-up window to display the OAuth consent screen. If you are already registered with Vtiger CRM, your dashboard will automatically appear. Otherwise, you will be prompted to complete the sign-up process.
Note:
- The sign-up process takes approximately 1–2 minutes to complete.